“The key is in having a destination,
a flight plan, and a compass”
— STEPHEN COVEY
Cardinal Compass is a boutique-style financial management firm focused on client service and comprehensive, personalized planning. Our most important job is truly understanding who our clients are and what they want to accomplish. We help create, nurture, and preserve wealth in the most effective manner possible.
By helping clients align their assets with their goals and organizing according to their highest priorities, we tailor plans to their lives. Putting the strategies and processes in place to help clients pursue financial success allows them to focus on the things that matter most to them – their passions, businesses, and families.
We provide the research, resources, and expertise to help create customized strategies, and collaborate with skilled professionals in a wide array of specialties to find distinct solutions. We help clients see the impact of the financial decisions they make on their long-term objectives, and make adjustments as needs and priorities change.
At Cardinal Compass, we are committed to providing clear and personalized guidance to help clients navigate through the complexities of life and stay on track toward their visions. We provide the compass, giving clear direction to address the challenges of an ever-changing world. Financial success is not a destination, it’s a journey.
After a decade of advising clients, Jennifer founded Cardinal Compass Wealth Management with the goal of providing clients with the guidance and advice they need to make financial decisions for themselves. She is dedicated to providing effective and comprehensive planning, customized to her clients’ unique lives and dreams.
Originally from Louisville, KY, Jennifer graduated from Vanderbilt University with degrees in Mathematics and Psychology. By helping her clients make important financial decisions, she is able to apply her passion for finding solutions and helping people on a daily basis.
Outside of the office, Jennifer is dedicated to her community, having proudly served on the Board of Directors of the Denver/Boulder Better Business Bureau and the Rocky Mountain MS Center, and as Business Clinic Chair of the Cleantech Open Rocky Mountain Region. She lives in Denver, Colorado and enjoys hiking, biking, snowboarding, and spending time with friends and her dog, Ricky.
Jennifer holds her FINRA Series 6, 7, 63 and 65 registrations with LPL Financial, as well as Life, Health, and LTC licenses. She is designated as an Accredited Wealth Management Advisor (AWMA) and a Professional Plan Consultant (PPC).
(720) 457.4437
(720) 465.4796
1873 S. Bellaire St.
Suite 201
Denver, CO 80222
FINANCIAL PLANNING
INVESTMENT MANAGEMENT
RISK MANAGEMENT